Integration
Connect EFC Aquila and Planpoint
When New Appointment fires in EFC Aquila, your agent runs Create Project in Planpoint, or New Floor in Planpoint to Add Lead in EFC Aquila. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want EFC Aquila and Planpoint to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What EFC Aquila and Planpoint can do together
From EFC Aquila to Planpoint
When New Appointment in EFC Aquila
then Create Project in Planpoint
When New Lead in EFC Aquila
then Update Project in Planpoint
From Planpoint to EFC Aquila
When New Floor in Planpoint
then Add Lead in EFC Aquila
When New Group in Planpoint
then Send Email in EFC Aquila
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with EFC Aquila and Planpoint
Triggers and actions 18 triggers · 26 actions
Trigger
Assessment QueryTriggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters.
Trigger
BirthdayTriggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year.
Trigger
Classes AttendedTriggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it.
Trigger
Did Not ShowTriggers when a member booked onto a class or event today is marked absent (did not show).
Trigger
Expired MemberTriggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first.
Trigger
Member QueryTriggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive.
Trigger
New AppointmentTriggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year.
Trigger
New LeadTriggers when a new lead (prospective member) is registered at the selected Location.
Trigger
New MemberTriggers when a member enrols at the selected Location (school).
Action
Add LeadCaptures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member.
Action
Book SessionBooks a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned.
Action
Create AppointmentCreates a one-on-one appointment with a member at a location, optionally as a recurring series.
Action
Create NoteAdds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC.
Action
Enrol MemberEnrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment.
Action
Send EmailSends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message.
Action
Send SMSSends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation.
Action
Send TemplateEmails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery.
Trigger
New FloorTriggers when a new floor is added to a Planpoint project.
Trigger
New GroupTriggers when a new Planpoint group is created.
Trigger
New LeadTriggers when a new lead is captured. Leave project empty to watch all projects.
Trigger
New ProjectTriggers when a new Planpoint project is created.
Trigger
New Unit/SpaceTriggers when a new unit or space is created.
Trigger
Updated FloorTriggers when a floor in a Planpoint project is created or changed.
Trigger
Updated GroupTriggers when a Planpoint group is created or changed.
Trigger
Updated ProjectTriggers when a Planpoint project is created or changed.
Trigger
Updated Unit/SpaceTriggers when a unit or space is created or changed.
Action
Create FloorCreates a floor in a Planpoint project.
Action
Create GroupCreates a Planpoint project group.
Action
Create ProjectCreates a Planpoint project.
Action
Create Unit/SpaceCreates a unit or space in a Planpoint project.
Action
Delete Unit/SpaceDeletes a Planpoint unit or space.
Action
Get FloorReturns one Planpoint floor by its ID.
Action
Get GroupReturns one Planpoint group by its ID.
Action
Get ProjectReturns one Planpoint project by its ID.
Action
Get UnitReturns one Planpoint unit or space by its ID.
Action
List FloorsReturns the floors of a Planpoint project.
Action
List GroupsReturns your Planpoint project groups, optionally filtered by name.
Action
List LeadsReturns the leads captured for a Planpoint project.
Action
List ProjectsReturns your Planpoint projects, optionally filtered by name or project type.
Action
List UnitsReturns Planpoint units, filtered by project, floor, name or bedrooms.
Action
Update FloorUpdates a Planpoint floor's name or position.
Action
Update GroupUpdates a Planpoint group's name and website details.
Action
Update ProjectUpdates a Planpoint project's name and website details.
Action
Update Unit/SpaceUpdates a Planpoint unit's name, price, bedrooms or availability.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
EFC Aquila and Planpoint, answered
What can start an automation from EFC Aquila?
Any of EFC Aquila's 9 triggers in the catalog, including New Appointment, New Lead, New Member and Assessment Query. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planpoint when something happens in EFC Aquila?
Any of Planpoint's 18 actions, including Create Floor, Create Group, Create Project and Create Unit/Space. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planpoint to EFC Aquila?
Yes. When something happens in Planpoint, your agent can act in EFC Aquila too. This page covers both directions: Planpoint's triggers and EFC Aquila's actions are listed here as well.
Do I have to build a connector for EFC Aquila or Planpoint?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use EFC Aquila and Planpoint without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.